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Innovator US Equity Buffer ETF January

105 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 103105 (+2)

2.31% less ownership

Funds ownership: 66.4%64.1% (-2.3%)

7% less capital invested

Capital invested by funds: $167M → $155M (-$12.1M)

50% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 40

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
20
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$250K
KWM
77
KFG Wealth Management
Indiana
$224K -$851 -18 -0.4%
SAG
78
SageView Advisory Group
California
$215K +$212K +4,475 New
MA
79
Mutual Advisors
Nebraska
$214K +$209K +4,426 New
CF
80
Centaurus Financial
California
$210K
FHC
81
First Heartland Consultants
Missouri
$209K -$15.9K -336 -7%
OWA
82
Outlook Wealth Advisors
Texas
$204K +$201K +4,251 New
WTFG
83
Wood Tarver Financial Group
Idaho
$192K +$190K +4,009 New
GTAM
84
Global Trust Asset Management
Florida
$168K
SWM
85
Sugarloaf Wealth Management
Georgia
$168K
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$151K +$4.11K +87 +3%
AWM
87
AE Wealth Management
Kansas
$148K +$146K +3,080 New
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$145K
Morgan Stanley
89
Morgan Stanley
New York
$131K +$34.7K +734 +37%
JGCM
90
Joseph Group Capital Management
Ohio
$110K
AF
91
Allworth Financial
California
$106K
IA
92
IFP Advisors
Florida
$78.8K
PS
93
Principal Securities
Iowa
$60.2K +$16.5K +348 +38%
WA
94
Whipplewood Advisors
Colorado
$56.6K +$55.8K +1,180 New
SPIA
95
Steward Partners Investment Advisory
New York
$51.6K +$39.3K +832 +341%
CFG
96
Chapman Financial Group
Hawaii
$48K +$47.3K +1,000 New
CA
97
Continuum Advisory
Idaho
$45K
Barclays
98
Barclays
United Kingdom
$37.9K +$29.3K +619 +360%
AF
99
Advisornet Financial
Minnesota
$25.7K
US Bancorp
100
US Bancorp
Minnesota
$24.3K